People Moves
Daily News Analysis
Oppenheimer Asset Management Hires Managing Director In Boston
20 June 2013
Oppenheimer Asset Management, a unit of New York-listed Oppenheimer Holdings, has appointed Tim Pynchon as managing director and portfolio manager for high-yield, tax-exempt funds. He will be based in Boston, MA . Pynchon - latterly of Pioneer Investment Management - has worked in the asset management business since 1982.
*****
Brown Advisory Appoints Senior Advisor In Washington
20 June 2013
Brown Advisory has hired Vincent Burke as a senior advisor, tasked with using his experience as a lawyer and fiduciary to serve clients throughout the US and expand the firm's presence in Washington, DC. Since 2007, Burke has served as managing director and counsel at Bank of Georgetown . He will continue in those roles in addition to his new position at Brown Advisory.
*****
California Firm Hires Wealth Management Business Development Officer
20 June 2013
Montecito Bank & Trust has hired Suzi Schomer as a vice president and business development officer, reporting to Jeff Pittman, senior vice president and director of wealth management. Schomer has around 30 years of experience in the financial services industry, focused on providing clients in California, Portland, OR, and Austin, TX, with investment and asset management services . During her career she has also developed and implemented wealth management strategies for trust, investment management and private banking clients.
*****
Argent Financial Group Appoints Business Development Officer
19 June 2013
Ruston, LA-based Argent Financial Group and its newly-created subsidiary, Argent Trust, have named Meredith Strutt Mighty as business development officer, responsible for client development and relationship management for individual and institutional clients. Mighty joins from APG, a small family office services company which she co-founded in 2006 . She started her career in 2002 as a research associate and client service representative at Legg Mason Capital Management.
*****
Raymond James Recruits Independent Advisor Team From Morgan Stanley
19 June 2013
Raymond James Financial Services, an independent broker/dealer subsidiary of Raymond James, has recruited a new team in the shape of Illinois-based Dashboard Wealth Advisors. The team joins from Morgan Stanley, where they managed over $240 million in client assets and had annual fees and commissions of $1 . 9 million.
*****
Features
Gresham Hires Head To Lead Growth; Targets "Top One-Tenth Of The 1 Per Cent"
7 May 2012
As liquidity and wealth creation has slowed down, Gresham Partners wanted to tackle the issue of sustainable growth for the next five to ten years.
*****
Heavy Hitters Huddle In New York For Tiburon CEO Summit
18 April 2012
How will the financial services industry divvy up the $28.6 trillion Americans currently have in investable assets? If you are a heavy hitter in the wealth management business, you were probably at the latest Tiburon CEO Summit at the Ritz-Carlton at Battery Park in New York City to find out.
*****
North America Executive Moves Round-Up December 2011
4 January 2012
A round-up of the key moves in the North American wealth management industry for December 2011.
*****
North America Executive Moves: October 2011
7 November 2011
Here, the significant moves in the North American wealth management market for October are summarized.
*****
Executive Moves: Americas April 2011
9 May 2011
A round-up of the North American industry moves for April 2011.
*****
News and Features
Latest News
Americans Show Most Love For Art As Investment Of Passion - RBC/Capgemini Study
Bank Of The West Wealth Management Expansion On Track
Brown Advisory Appoints Senior Advisor In Washington
Median Fund, Equities Posted Gains In May - Deutsche Bank Hedge Fund Report
California Firm Hires Wealth Management Business Development Officer
Comment and Analysis
EXCLUSIVE: Citi Private Bank: Reaping Rewards From Client Feedback
WE Family Offices Sets Out To Reshape The Landscape Of UHNW Wealth Management
FEATURE: A Look At The Mexican High Net Worth Client Market
EXCLUSIVE: Thomas Carroll On His First Few Months At The Helm Of GenSpring
EXCLUSIVE: Industry Leaders Debate Hot Topics Of Client Centricity, Communications
Expert Commentary
- Top Story
- Opinion of the Week
- Industry Insight
- View from the Top
- Editor's Choice
- Investment Strategy
An Opportunity For Advisors: Helping Uncertain Clients Use Their Wealth For Social Good
Meg Lassar of Chicago, IL-based Strategic Philanthropy talks about the opportunity for advisors to provide charitable planning services to their affluent clients.
Meg Lassar
20 June 2013
Guest Opinion: An Earnings Report Every Hedge Fund Manager Should Review
Here Diane Harrison, principal and owner of Panegyric Marketing, argues that the debate over fees in the hedge fund industry often focuses on the wrong topics.
Diane Harrison
20 March 2013
Q&A: Rockefeller & Co's Jimmy Chang On The Investment Environment
Here, Jimmy Chang, a senior portfolio manager and a managing director of Rockefeller & Co, discusses some issues around investing in the current environment.
Harriet Davies
4 April 2013
INTERVIEW: Regular Risk Reviews Gain Traction In The Family Office World
The period between 2008 and 2012 saw an uptick in risk reviewing business at New York’s Rothstein Kass Family Offices Group, says partner Evan Jehle.
Harriet Davies
9 April 2013
FEATURE: Twins And The Business Of Family
Building functionality into a family’s business affairs involves defining each person’s role but it’s never easy to think differently about family members who were children at the dinner table, but are now adults around the board table.
Charles Lowenhaupt
8 April 2013
Guest Opinion: Diversification In The Age Of Globalisation
Marc Odo, director of research at software and business intelligence firm Informa Investment Solutions, discusses why diversification failed during the credit crisis.
Marc Odo
25 March 2013
